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<h2> FP&amp;A Customer Success Manager </h2> <ul> <li>Customer Success</li> <li> Remote - US</li> <li>Full-time</li> </ul> <h2>Description</h2> Datarails is the financial planning and analysis platform that automates data consolidation, reporting and planning, while enabling finance teams to continue using their own Excel spreadsheets and financial models. Datarails integrates with the most popular accounting software, ERPs and CRMs so all your data can be consolidated. Reduce risk, make informed decisions, and ensure stakeholders have the most reliable data at their fingertips. Transform your Excel into a lean, mean, FP&amp;A machine! As a Customer Success Manager on our Live CS team, you will be advising finance professionals from middle-management through the C-suite, customizing their Datarails platform, and training them on product updates. If you're looking for a fantastic opportunity to join a growing startup in a role with massive impact, we would love to meet you! This position is 100% remote based anywhere in the United States or Canada. No sponsorship or relocation assistance is available. <h2>What You'll Do</h2> <ul> <li>Understand current client situations, helping simplify models and existing data.</li> <li>Create a detailed business analysis, outlining problems, opportunities and solutions for our customers by successful advising on: Budgeting and forecasting, planning and monitoring, financial modeling, standard reporting and more.</li> <li>Manage, interpret, and validate all data that is produced by the customer, maintaining the focus on improving the quality of customer care.</li> <li>Provide recommendations for possible process changes to help optimize current procedures in support of maximizing outcomes.</li> <li>Build long term strategic relationships with customers, gather requirements, and follow through with necessary financial reporting support.</li> <li>10-20% travel required.</li> </ul> <h2>Requirements</h2> <ul> <li>2+ years of experience in customer success, consulting, or similar customer-facing role, and a finance or accounting background.</li> <li>Deep knowledge and solid experience in advanced Excel functions (formulas, Vlookup, Pivot Table, Power Query and complex models)</li> <li>Strong communication and relationship-building skills - this role involves creating and managing business relationships with CFOs, VPs and Directors of Finance, and other customers from leading US companies, requiring the ability to engage in professional conversations, manage expectations, and guide customers to a positive outcome.</li> <li>Comfortability with upselling and renewal conversations.</li> <li>Bachelor's degree or equivalent experience.</li> <li>10-20% travel required</li> </ul> What we offer: <ul> <li>A collaborative, team-oriented environment, the ability to own your own schedule (work your local time zone), and the opportunity to grow at Datarails over many years</li> <li>Base compensation - Target base salary range will be between 85-100k per year, based on multiple factors including prior experience, skills, and location. We are open to candidates with varying levels of experience.</li> <li>Meaningful equity and a 401(k) plan with up to 4% match</li> <li>Top-of-the-line healthcare (medical, vision, and dental), with 100% paid coverage for employees + generous coverage for dependents</li> <li>Great PTO policy + 12 paid company holidays</li> <li>Life insurance</li> <li>And more!</li> </ul> We want to make sure everyone has an equal chance to participate and make a difference. DataRails is an equal opportunity employer and prioritizes building a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job related characteristics or other prohibited grounds specified in applicable federal, state, and local laws. DataRails’ policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

DataRails

FP&A Customer Success Manager

<h2> FP&amp;A Implementation Manager </h2> <ul> <li>Customer Success</li> <li> Remote - US</li> <li>Full-time</li> </ul> <h2>Description</h2> Come meet Datarails! We're a small (~175 employees globally) FP&amp;A platform designed to streamline and automate data consolidation, reporting, and planning, while allowing finance teams to continue using their own Excel spreadsheets and financial models. Datarails integrates with the most popular accounting software, ERPs, and CRMs to build a single source of truth, reduce risk, make informed decisions, and ensure stakeholders have the most reliable data at their fingertips! As a Customer Success Manager on our implementations team, you will lead product implementation for brand customers! You'll use your corporate finance background, strong Excel knowledge, and soft skills to build relationships with and advise professionals from middle management through the C-suite, customizing their Datarails platform, and training them on product updates. If you're looking for a fantastic opportunity to join a growing startup in a role with massive impact, we would love to meet you! This position is 100% remote based anywhere in the United States or Canada. No sponsorship or relocation assistance is available. Travel up to 20% may be required. <h2>What You'll Do</h2> <ul> <li>Understand current client situations, helping simplify models and existing data, as well as implementing processes and client data within company's environment</li> <li>Create a detailed business analysis, outlining problems, opportunities and solutions for our customers by successful advising on: Budgeting and forecasting, planning and monitoring, financial modeling, standard reporting and more</li> <li>Manage, interpret, and validate all data that is produced by the customer, maintaining the focus on improving the quality of customer care</li> <li>Provide recommendations for possible process changes to help optimize current procedures in support of maximizing outcomes</li> <li>Build long term strategic relationships with customers, gather requirements, and follow through with necessary financial reporting support.</li> <li>10-20% travel required</li> </ul> <h2>Requirements</h2> <ul> <li>3-5 years of experience in customer success, consulting, or similar customer-facing role, and a finance or accounting background</li> <li>Deep knowledge and solid experience in advanced excel functions (formulas, Vlookup, Pivot Table, Power Query and complex models)</li> <li>Strong communication and relationship-building skills - this role involves creating and managing business relationships with CFOs, VPs and Directors of Finance, and other customers from leading US companies, requiring the ability to engage in professional conversations, manage expectations, and guide customers to a positive outcome.</li> <li>Bachelor's degree or equivalent experience</li> </ul> What we offer: <ul> <li>A collaborative, team-oriented environment, the ability to own your own schedule (work your local time zone), and the opportunity to grow at Datarails over many years</li> <li>Base compensation - Target base salary range will be between 90-100k USD per year, based on multiple factors including prior experience, skills, and location. We are open to candidates with varying levels of experience.</li> <li>Meaningful equity</li> <li>US: 401(k) plan with up to 4% match</li> <li>Canada: 4% RRSP contributions</li> <li>US: Top-of-the-line healthcare (medical, vision, and dental), with 100% paid coverage for employees + generous coverage for dependents</li> <li>Canada: Extended healthcare coverage</li> <li>Flexible PTO + 12 paid company holidays</li> <li>Life insurance</li> <li>And more!</li> </ul> We want to make sure everyone has an equal chance to participate and make a difference. DataRails is an equal opportunity employer and prioritizes building a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job related characteristics or other prohibited grounds specified in applicable federal, state, and local laws. DataRails’ policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

FP&A Implementation Manager

<h2> Director, Solutions Consulting </h2> <ul> <li>Sales</li> <li> Remote - US</li> <li>Director</li> </ul> <h2>Description</h2> Director of Solutions Consulting - Remote position Job Overview: As the Director of Solutions Consulting, you will lead a high-performing team of Solutions Consultants who work closely with prospects and customers to demonstrate the value of Datarails. Your leadership will be crucial in driving revenue growth, improving win rates, and ensuring customer satisfaction by articulating the value and ROI of our platform. Key Responsibilities: Leadership &amp; Strategy: <ul> <li>Lead, mentor, and develop a team of Solutions Consultants, ensuring high levels of performance, engagement, and professional growth.</li> <li>Drive the strategy and execution of the solutions consulting function to support sales goals and revenue targets.</li> <li>You will be a part of the Sales leadership team and collaborate with other directors and VPs to align team efforts with sales strategies, ensuring effective solution positioning and consistent value messaging across the customer journey.</li> <li>Provide strategic input on product development and enhancements based on market feedback and customer needs.</li> <li>You will be reporting directly to the Chief Revenue Officer</li> </ul> Pre-Sales Engagement: <ul> <li>Oversee the end-to-end pre-sales engineering process, including discovery, solution design, product demonstrations, and proof of concept development.</li> <li>Ensure Solutions Consultants are effectively identifying client pain points and tailoring solutions to address specific business challenges and financial objectives.</li> <li>Partner with sales account executives and their leadership team to create compelling business cases that demonstrate the value and ROI of our FP&amp;A SaaS platform.</li> </ul> Stakeholder Collaboration: <ul> <li>Work closely with the Customer Success and Product teams to ensure a seamless handoff from sales to post-sale implementation, ensuring customer success from day one.</li> <li>Foster strong relationships with key stakeholders, including finance executives and technical teams, to understand their needs and ensure our solutions meet and exceed their expectations.</li> </ul> Performance Management &amp; Reporting: <ul> <li>Monitor and analyze key performance indicators (KPIs) for the Solutions Consulting team, identifying opportunities for improvement in win rates, deal velocity, and customer satisfaction.</li> <li>Report on team performance, project outcomes, and market trends to senior leadership, offering actionable insights for business growth and client engagement.</li> </ul> Qualifications: <ul> <li>8+ years of experience in solutions consulting, pre-sales, or a related role, preferably within the SaaS space.</li> <li>Deep understanding of FP&amp;A processes, financial modeling, budgeting, and forecasting.</li> <li>Proven experience leading and developing high-performing teams.</li> <li>Strong business acumen with the ability to connect technology solutions to financial and business outcomes.</li> <li>Excellent communication, presentation, and storytelling skills with the ability to engage and influence C-level executives.</li> <li>Ability to work cross-functionally and lead initiatives in a fast-paced, dynamic environment.</li> <li>Experience working with SMB and Midmarket customers in various industries, with a strong focus on finance teams.</li> <li>Experience working with FP&amp;A tools whether as a user or as a seller</li> </ul> What We Offer: <ul> <li>Competitive salary and performance-based incentives.</li> <li>100% paid medical, dental, and vision coverage for you + 100% paid medical and 80% paid dental and vision coverage for any dependents</li> <li>Flexible, unlimited sick leave and vacation (recommended 18-25 vacation days annually)</li> <li>Life insurance paid for by Datarails</li> <li>401k with up to 4% match</li> <li>Equity</li> <li>Parental leave policy</li> <li>Opportunities for professional growth and development in a fast-growing company.</li> <li>A collaborative and innovative work environment! </li> </ul>

Director, Solutions Consulting

<h2> Account Executive </h2> <ul> <li>Sales</li> <li> Remote - US</li> <li>Full-time</li> </ul> <h2>Description</h2> Datarails is the financial planning and analysis platform that automates data consolidation, reporting and planning, while enabling finance teams to continue using their own Excel spreadsheets and financial models. Datarails integrates with the most popular accounting software, ERPs and CRMs so all your data can be consolidated. Reduce risk, make informed decisions, and ensure stakeholders have the most reliable data at their fingertips. Transform your Excel into a lean, mean, FP&amp;A machine! We are a leading FinTech company headquartered in NYC and Tel Aviv with over $100 million in funding, and have been awarded #1 most promising global startup by Globes and 65+ leading VCs, as well as best paying &amp; mid-sized companies to work for in NYC by Built-In. We're looking to hire a strategic, collaborative, hungry Account Executive from anywhere in the US to partner with prospects during their buyer journey to clearly define their challenges and solution sell. If you're ready to exceed your sales targets and moonshot your career, and you know you'll thrive in a scaling SaaS startup, apply today! We offer generous benefits including flexible/unlimited PTO, fully paid healthcare, and equity, and a target total comp range of $250-350k (base salary 90-100k). No sponsorship or relocation benefits are available at this time. <h2>What You'll Do</h2> <ul> <li>Run the full sales cycle in an ever-evolving, fast-paced startup environment, from developing relationships with potential customers to identifying their unique needs and challenges to driving the adoption of our complex solution. You'll be responsible for owning your own forecasting target, delivering on quarterly and annual quotas</li> <li>Work with our SDR team to ensure their success in generating revenue opportunities and effectively closing sales opportunities.</li> <li>Liaise with professionals at finance functions, gaining a deep understanding of the prospect's needs, identifying how our solution can add value, and creating bespoke proposals and solutions.</li> </ul> <h2>Requirements</h2> <ul> <li>2+ years of experience selling a complex B2B SaaS products, ideally to finance ICPs (CFO, VP Finance, Controllers, etc.) or selling financial services, OR 2+ years of experience in FP&amp;A</li> <li>Proven ability to over-achievement on sales quota</li> <li>Tenacity and professionalism with great time management skills. You must be able to manage your time to execute the diverse set of daily duties required to handle a high volume of accounts and opportunities and document sales activity in Salesforce and other tools.</li> <li>Experience with CRMs such as Hubspot or SalesForce, as well as best in class sales enablement tools</li> <li>Ability to understand, quantify, and synthesize the technical and commercial needs/challenges of your prospects and guide them to the right solution before bringing in specialized reinforcements.</li> <li>Strategic, independent self-starters who will take ownership over the role, and who are proficient in outbounding and selling against a framework/system.</li> </ul> What we offer: <ul> <li>The base salary range for this role is $90-100k USD with flex for the ideal candidate and uncapped commission and accelerators. AEs at Datarails typically make a total comp of $250-350k USD. Final offer amounts are determined by multiple factors including prior experience, value add, and location, and may vary from the amount above.</li> <li>Top-of-the-line healthcare (medical, vision, and dental), with 100% paid coverage for you and 80-100% paid coverage for your dependents</li> <li>Flexible/unlimited paid time off, and a flexible remote WFH workplace</li> <li>Generous, meaningful equity</li> <li>401k with up to 4% match</li> <li>Perks include: mental health &amp; wellness services, HSA + FSA, commuter benefits for hybrid employees, and more!</li> <li>We help our team build their career and unleash their potential - we foster top talent and build distinct tailored growth plans which elevate both skills and income</li> </ul> We want to make sure everyone has an equal chance to participate and make a difference. DataRails is an equal opportunity employer and prioritizes building a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job related characteristics or other prohibited grounds specified in applicable federal, state, and local laws. DataRails’ policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Account Executive

<h2> FP&amp;A Solution Consultant (presales engineer) </h2> <ul> <li>Sales</li> <li> Denver</li> <li>Full-time</li> </ul> <h2>Description</h2> Datarails is the financial planning and analysis platform that automates data consolidation, reporting and planning, while enabling finance teams to continue using their own Excel spreadsheets and financial models. Datarails integrates with the most popular accounting software, ERPs and CRMs so all your data can be consolidated. Reduce risk, make informed decisions, and ensure stakeholders have the most reliable data at their fingertips. Transform your Excel into a lean, mean, FP&amp;A machine.Join our dynamic team as a PreSales FP&amp;A Solutions Consultant and play a pivotal role in driving the future of FP&amp;A! Are you ready to showcase your skills to CFOs and revolutionize finance? Love Microsoft Excel (we do, too!)? This is an opportunity to apply your expertise and transform FP&amp;A from a task-centric function to a value-add powerhouse. This is a 100% remote position open to candidates in mountain time zone. What you'll do: <ul> <li>Engage in deep discussions with CFOs and finance teams to understand their FP&amp;A business requirements, internal processes, and customize their Datarails experience.</li> <li>Conduct captivating product demos with finance teams, understanding their pain points and identifying complementary solutions.</li> <li>Collaborate with internal teams to develop Proof of Concepts (POCs) that showcase the capabilities and value of Datarails.</li> <li>Partner closely with the sales team, evaluating and assisting in sales strategies and providing solution recommendations.</li> <li>Leverage your in-depth understanding of competitive products and technologies to position Datarails effectively in sales presentations.</li> <li>Assist in the development of proposals and responses to RFI and RFP documents.</li> </ul> What we need/Requirements: <ul> <li>5-8+ years of progressive experience in accounting/finance, FP&amp;A, or relevant sales engineering roles.</li> <li>Strong grasp of financial applications, including budgeting, planning, forecasting, month-end close, financial reporting, and consolidation platforms + intermediate to advanced Excel skills</li> <li>Ability to gather and understand potential customers' requirements, using a consultative approach to effectively demonstrate how Datarails meets their needs.</li> <li>Excellent presentation skills, with the ability to communicate complex concepts effectively and clearly.</li> <li>Strong business acumen, collaborative skill set, and a team-oriented everyone-wins attitude.</li> <li>Understanding of budgeting, forecasting, and reporting processes across multiple industries such as manufacturing, services, banking, insurance, etc., a plus</li> <li>Bachelor's degree in Accounting or Business/Finance, a plus.</li> </ul> What we offer: <ul> <li>Target OTE for this role is $140-190k (base salary ~110-140k).Multiple factors, including prior experience, skill set, and location, determine final offer amounts.</li> <li>Top-of-the-line healthcare (medical, vision, and dental), with 80-100% paid coverage for you and your dependents</li> <li>Great PTO policy</li> <li>Perks include: mental health &amp; wellness benefits, HSA + FSA, life insurance, and more!</li> </ul> We want to make sure everyone has an equal chance to participate and make a difference. Datarails is an equal opportunity employer and prioritizes building a diverse and inclusive workplace. We provide equal employment opportunities to all employees and applicants of any type and do not discriminate based on race, color, religion, national origin, gender, age, sexual orientation, physical or mental disability, genetic information or characteristic, gender identity and expression, veteran status, or other non-job related characteristics or other prohibited grounds specified in applicable federal, state, and local laws. Datarails’ policy is to comply with all applicable laws related to nondiscrimination and equal opportunity and will not tolerate discrimination or harassment based on any of these characteristics. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training. <h2>Requirements</h2> What we need/Requirements: <ul> <li>5-8+ years of progressive experience in accounting/finance, FP&amp;A, or relevant sales engineering roles.</li> <li>Strong grasp of financial applications, including budgeting, planning, forecasting, month-end close, financial reporting, and consolidation platforms + intermediate to advanced Excel skills</li> <li>Ability to gather and understand potential customers' requirements, using a consultative approach to effectively demonstrate how Datarails meets their needs.</li> <li>Excellent presentation skills, with the ability to communicate complex concepts effectively and clearly.</li> <li>Strong business acumen, collaborative skill set, and a team-oriented everyone-wins attitude.</li> <li>Understanding of budgeting, forecasting, and reporting processes across multiple industries such as manufacturing, services, banking, insurance, etc., a plus</li> <li>Bachelor's degree in Accounting or Business/Finance, a plus.</li> </ul>

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